2023 Form 5500 filing — Academy Of Nutrition And Dietetics Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250317191610NAL0001709619001) for Academy Of Nutrition And Dietetics Retirement Plan, reported by Academy Of Nutrition And Dietetics under EIN 36-0724760 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317191610NAL0001709619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Academy Of Nutrition And Dietetics
- EIN
- 36-0724760
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,196,803
- Net assets (EOY)
- $32,196,803
- Employer contributions
- $455,688
- Participant contributions
- $1,374,747
- Total income / additions
- $7,045,563
- Benefits paid
- $2,117,080
- Administrative expenses
- $67,199
- Total expenses
- $2,184,279
- Net increase / (decrease)
- $4,861,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,479 | $0 |
| Ameriprise Financial Services LLC | BROKER | $0 | $58,442 |